VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,290 | -38.8% | 1,984 | -36.0% | 0.12% | -35.1% |
| Q2 2023 | $503,446 | +3.3% | 3,099 | -2.1% | 0.19% | -6.0% |
| Q1 2023 | $487,359 | +5.5% | 3,164 | +4.0% | 0.20% | -1.0% |
| Q4 2022 | $462,040 | +47.6% | 3,043 | +31.4% | 0.20% | +42.3% |
| Q3 2022 | $313,000 | -26.4% | 2,315 | -21.9% | 0.14% | -23.2% |
| Q2 2022 | $425,000 | +40.7% | 2,965 | +59.4% | 0.18% | +68.2% |
| Q1 2022 | $302,000 | -27.9% | 1,860 | -23.8% | 0.11% | -26.7% |
| Q4 2021 | $419,000 | +11.7% | 2,442 | 0.0% | 0.15% | 0.0% |
| Q3 2021 | $375,000 | +23.4% | 2,442 | +24.1% | 0.15% | +19.0% |
| Q2 2021 | $304,000 | +5.2% | 1,967 | 0.0% | 0.13% | -6.7% |
| Q1 2021 | $289,000 | +4.0% | 1,967 | 0.0% | 0.14% | -6.9% |
| Q4 2020 | $278,000 | +9.9% | 1,967 | 0.0% | 0.14% | -11.6% |
| Q3 2020 | $253,000 | -11.5% | 1,967 | -14.1% | 0.16% | -26.8% |
| Q4 2019 | $286,000 | – | 2,291 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 290,859 | $42,780,000 | 36.23% |
| Hubbell Strickland Wealth Management, LLC | 349,116 | $51,348,000 | 33.02% |
| Paragon Capital Management Ltd | 408,291 | $60,051,000 | 31.14% |
| 360 Financial, Inc. | 311,080 | $45,754,000 | 25.75% |
| ECLECTIC ASSOCIATES INC /ADV | 181,340 | $26,672,000 | 22.09% |
| McCarthy Asset Management, Inc. | 145,176 | $21,352,000 | 16.70% |
| Wechter Feldman Wealth Management, Inc. | 150,475 | $22,132,000 | 16.32% |
| Berkshire Money Management, Inc. | 614,068 | $90,317,000 | 15.80% |
| BT Wealth Management LLC | 300,534 | $44,202,000 | 14.71% |
| JBJ Investment Partners, LLC | 442,166 | $65,034,000 | 14.22% |